You can attach the ERA file or the scanned EOB by clicking on + Attach ERA/EOB under Billing > Insurance Credit Card Payments.
You have two selections to retrieve the file to attach:
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- File Upload - If you've scanned the file to your computer, you can select File Upload to locate and attach the ERA/EOB.
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- DrChrono System - If the ERA file is already in the DrChrono system (under Remittance Reports), select that option and a window will open that will allow you to enter the Trace # that will attach the ERA to the payment.
- If you need to edit any of the information listed, you can by clicking on Edit.
**** Please note, that the insurance credit card screens will only work if you utilize DrChrono Payments as your credit card processor. ***